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Bristol-Myers Squibb
BMY

2,331 hedge funds and large institutions have $84.5B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 934 increasing their positions, 967 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.23B

4% more capital invested

Capital invested by funds: $81.1B → $84.5B (+$3.44B)

0.56% less ownership

Funds ownership: 77.65% → 77.09% (-0.56%)

3% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 178

3% less repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 967

1% less funds holding

Funds holding: 2,363 → 2,331 (-32)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
2,331
Holders Change
-32
Holders Change %
-1.35%
% of All Funds
33.58%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
172
Increased
934
Reduced
967
Closed
178
Calls
$1.56B
Puts
$1.23B
Net Calls
+$326M
Net Calls Change
-$171M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.16B
2
Capital International Investors
Capital International Investors
California
+$442M
3
Pzena Investment Management
Pzena Investment Management
New York
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$278M
5
VanEck Associates
VanEck Associates
New York
+$200M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.5B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$616M
3
Ameriprise
Ameriprise
Minnesota
-$407M
4
Fidelity International
Fidelity International
Bermuda
-$329M
5
BlackRock
BlackRock
New York
-$282M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1176
Aviso Wealth Management
Washington
$926K +$639K +12,551 +277%
WIC
1177
Woodmont Investment Counsel
Tennessee
$918K -$85.9K -1,686 -9%
FA
1178
Fountainhead AM
New Jersey
$911K +$65.1K +1,277 +8%
GSC
1179
Grey Street Capital
Illinois
$909K +$598K +11,745 +234%
ACA
1180
Aptus Capital Advisors
Alabama
$909K +$117K +2,305 +16%
WG
1181
Welch Group
Alabama
$905K -$3.41M -66,868 -80%
CQS
1182
Credential Qtrade Securities
$905K +$850K +16,680 New
WW
1183
Waterfront Wealth
Kansas
$904K +$1.03M +20,278 New
SOAMC
1184
Spirit of America Management Corp
New York
$903K – – –
VST
1185
Van Strum & Towne
California
$902K -$50.9K -1,000 -6%
PCM
1186
Perkins Capital Management
Minnesota
$902K – – –
CIP
1187
Convergence Investment Partners
Florida
$901K +$327K +6,416 +63%
BFWA
1188
Benchmark Financial Wealth Advisors
Florida
$896K +$65.4K +1,284 +8%
PIM
1189
Penobscot Investment Management
Massachusetts
$895K -$98.8K -1,939 -11%
KMWM
1190
Keudell/Morrison Wealth Management
Oregon
$892K +$281K +5,511 +50%
FNFDCM
1191
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$892K -$23.2K -455 -3%
MWA
1192
Midland Wealth Advisors
Illinois
$891K +$29.2K +574 +4%
FIM
1193
Fruth Investment Management
Texas
$890K +$5.09K +100 +0.6%
CHC
1194
City Holding Co
West Virginia
$890K -$125K -2,455 -13%
OIA
1195
Optimum Investment Advisors
Illinois
$887K -$33K -648 -4%
STA
1196
Summit Trail Advisors
New York
$886K +$240K +4,717 +41%
HCM
1197
Hengehold Capital Management
Ohio
$886K +$102 +2 +0%
PWG
1198
Portside Wealth Group
Utah
$885K +$12.8K +252 +2%
MAM
1199
Mystic Asset Management
Rhode Island
$883K +$11.2K +220 +1%
AIM
1200
Anchor Investment Management
South Carolina
$881K -$275K -5,396 -25%
46 47
48
49 50

BMY Hedge Fund Activity: Q1 2024 in Review

2,331 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2024, worth a combined $84.5B — up 4.2% from $81.1B a quarter earlier.

Sellers outnumbered buyers: 178 funds closed out of BMY and 172 opened new positions — a net loss of 6 holders — while 967 trimmed existing stakes and 934 added.

The largest buyer was Charles Schwab, adding an estimated $2.16B. The largest seller was Morgan Stanley, cutting an estimated $1.5B.

  • 2,331 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2024, down from 2,363 in Q4 2023.
  • Funds reported $84.5B of Bristol-Myers Squibb stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 172 funds opened new Bristol-Myers Squibb positions in Q1 2024 and 178 closed out, a net change of -6 holders.
  • The largest Bristol-Myers Squibb buyer in Q1 2024 was Charles Schwab, an estimated $2.16B added.
  • The largest Bristol-Myers Squibb seller in Q1 2024 was Morgan Stanley, an estimated $1.5B sold.

Based on aggregated 13F filings for Q1 2024.